GAC GROUP(SH:601238) Nan Fang Du Shi Bao·2025-10-22 14:18Core Insights - GAC Group is advancing its reform and restructuring efforts under a "wartime state" to create a "New GAC" with a focus on three major battles: user demand, product value, and service experience [2][4] Group 1: R&D Investment and Strategy - GAC has cumulatively invested over 58 billion yuan in R&D, with plans to exceed 10 billion yuan in 2025, averaging daily investments of 20 to 30 million yuan [2][6] - The company is adopting a dual approach of "independent R&D + open cooperation," collaborating with tech giants like Huawei and Tencent to meet market competition needs [2][5] Group 2: Product Development and User Engagement - GAC is shifting from a purely technology-driven approach to a "market + technology" dual strategy, focusing on user-centered product development [4][6] - The first model under the new high-end smart brand "Qijing" is set to launch in June 2026, featuring Huawei's intelligent solutions throughout its development and marketing processes [5][6] Group 3: Market Position and Future Goals - GAC aims to achieve sales exceeding 3 million units in three years, with a target of 60% from its own brands [7][8] - The company is actively expanding into international markets, currently present in 85 countries, with a 45.8% year-on-year increase in overseas sales for its self-owned brands in the first half of 2025 [7]